Candace Luchetti

Sales Operations Specialist, Enterprise Channel at AssetMark - Concord, California, US

Candace Luchetti's Colleagues at AssetMark
Brittney Brown

Specialist, Investment & Platform Marketing

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Jordan Harrison

Manager, AMI Programs & Services

Contact Jordan Harrison

Connor OMalley

Portfolio Management Analyst

Contact Connor OMalley

Gerald Johnson

Digital Product Development Manager

Contact Gerald Johnson

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Candace Luchetti's Contact Details
HQ
(925) 521-2200
Location
Company
AssetMark
Candace Luchetti's Company Details
AssetMark logo, AssetMark contact details

AssetMark

Concord, California, US • 1000 - 4999 Employees
Financial Services

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

Wealth Management Guidance Independent Financial Advice Financial Planning Asset Management Client Satisfaction
Details about AssetMark
Frequently Asked Questions about Candace Luchetti
Candace Luchetti currently works for AssetMark.
Candace Luchetti's role at AssetMark is Sales Operations Specialist, Enterprise Channel.
Candace Luchetti's email address is ***@assetmark.com. To view Candace Luchetti's full email address, please signup to ConnectPlex.
Candace Luchetti works in the Financial Services industry.
Candace Luchetti's colleagues at AssetMark are Carolina Amor, Brittney Brown, Joy Fauvre, Jordan Harrison, Connor OMalley, Claire Blue, Gerald Johnson and others.
Candace Luchetti's phone number is (925) 521-2200
See more information about Candace Luchetti